1. The Millennial vs. The Account Minimum

    “I would work with you, but my finances are a mess and I don’t have enough money to plan with.”  I actually think people in this situation are exactly who need the services of a financial planner.  I believe that at its core, financial planning is about building a future, not just managing assets.  If…

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  2. The “Evil” Payroll Tax

    The Payroll Tax increase has been well documented recently and I would like to use this blog to offer some perspective because I think most of our anger is misguided. Yes, our checks are smaller, but this isn’t a new tax. Since the 1930’s, Americans have paid a FICA tax, which helps fund Social Security…

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